IGI — Western Asset Investment Grade Defined Opportunity Closed Fund

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Western Asset Investment Grade Defined Opportunity Closed Fund

Western Asset Investment Grade Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte. Ltd, Western Asset Management Company Ltd., and Western Asset Management Company Limited. The fund invests in fixed income markets of the United States. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$16.24
Market Cap$96.1M
Shares Outstanding6.0M
P/E (TTM)16.03
Price/Sales (TTM)15.19
Dividend Rate0.8%

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $20.1M $19.8M $20.1M $19.8M
2021 $2.3M $1.9M $2.3M $1.9M
2022 -$37.0M -$37.3M -$37.0M -$37.3M
2023 $7.1M $6.9M $7.1M $6.9M
2024 $6.6M $16.7M $17.0M $16.7M
2025 $4.1M $6.0M $3.4M $6.0M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
May 2024 $5.1M $7.2M
Nov 2024 $1.5M $9.6M
May 2025 $2.5M -$85,196
Nov 2025 $1.6M $6.1M

Ownership & Float

Insider Ownership0.0%
Institutional Ownership48.2%

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$16.11Near-term / short-term trend
Weekly40-Week SMA$16.41Medium-term trend
Weekly80-Week SMA$16.44Cyclical trend (business cycle)
Weekly200-Week SMA$16.62Secular trend (multi-year)
Monthly10-Month SMA$16.43Near-term monthly trend
Monthly20-Month SMA$16.48Medium-term monthly trend
Monthly40-Month SMA$16.64Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$16.40 resistance 1.34x 1 months ago
$16.80 resistance 1.60x 5 months ago
$16.70 resistance 1.33x 16 months ago

Historical Earnings Reactions

TimeframeAvg ReturnMedianWin RateBestWorst
Gap N/A N/A N/A N/A N/A
1 Day N/A N/A N/A N/A N/A
1 Week N/A N/A N/A N/A N/A
2 Weeks N/A N/A N/A N/A N/A
1 Month N/A N/A N/A N/A N/A

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.6%41.2%17
Feb-0.6%47.1%17
Mar-0.8%52.9%17
Apr0.8%64.7%17
May0.3%56.3%16
Jun0.2%50.0%16
Jul1.0%68.8%16
Aug-0.8%41.2%17
Sep-0.4%58.8%17
Oct-2.0%35.3%17
Nov0.9%52.9%17
Dec1.3%58.8%17

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.05% 48.5% 796
Tuesday 0.04% 50.6% 874
Wednesday 0.01% 49.6% 871
Thursday -0.07% 47.0% 856
Friday 0.07% 52.1% 852

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 48.2%

Insider Transactions — Smart Summary

Total insider ownership: 0.0%

Full insider transaction history and smart buy/sell sentiment summary available on Trend Edge.

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Western Asset Investment Grade Defined Opportunity Closed Fund (IGI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for IGI on Trend Edge →